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Glynn Capital Management’s Samsara IOT Stock Holding History

Glynn Capital Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3M Buy
324,795
+106,728
+49% +$3.26M 4.92% 6
2025
Q4 		$7.73M Sell
218,067
-35,726
-14% -$1.38M 2.66% 18
2025
Q3 		$9.45M Buy
+253,793
New +$9.43M 2.98% 17
2022
Q2 		– Sell
-100,636
Closed -$1.61M – 51
2022
Q1 		$1.61M Buy
100,636
+636
+0.6% +$12.1K 0.22% 44
2021
Q4 		$2.81M Buy
+100,000
New +$2.6M 0.3% 38

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Glynn Capital Management's IOT Position: Q1 2026 in Review

Glynn Capital Management increased its Samsara (IOT) stake by 49% in Q1 2026, buying an estimated $3.26M and bringing the position to 324,795 shares worth $10.3M. The position accounts for 4.92% of the portfolio, ranked #6.

Glynn Capital Management first reported a position in IOT in Q4 2021 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Glynn Capital Management held 324,795 shares of Samsara worth $10.3M as of Q1 2026.
  • Glynn Capital Management bought 106,728 Samsara shares in Q1 2026, an estimated $3.26M.
  • Samsara made up 4.92% of Glynn Capital Management's portfolio in Q1 2026, its #6 holding.
  • Glynn Capital Management first reported a position in Samsara in Q4 2021 and has held it in 5 quarters since.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Glynn Capital Management's 13F filing for Q1 2026, filed 8 May 2026.